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smart glasses

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Apr 21, 2026 by Tony Xu · across every show →

Everything said about smart glasses, oldest first

Apr 21, 2026 neutral
Opinion
Xu: High bar for AR smart glasses to aid delivery navigation
“That the human is pretty good with their eyes, you know, at some of this stuff. So the bar is pretty high, you know, in order to do some of the things you're talking about.”
Tony Xu Apr 21, 2026 ▶ 1:00:43 The economics and trends of the restaurant industry, with Tony Xu of DoorDash
Apr 27, 2026 bearish
Prediction Not checkable as stated
Camera-only smart glasses will quickly get undercut on price
“The problem with camera glasses, if you're really successful, right, you really won't have been able to build a platform because they're not, they don't have an operating system, they don't understand the world, they don't run applications, and therefore you'r…”
Evan Spiegel Apr 27, 2026 ▶ 15:40 What comes after smartphones, with Evan Spiegel of Snap
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